Common Pitfalls in Insurance Agency Mergers—and How to Avoid Them
Merging insurance agencies can unlock new growth and stability—but if handled poorly, it can also disrupt operations, damage client relationships, [...]
16
05, 2025
25
04, 2025
Navigating the 2025 Insurance Agency M&A Landscape: Key Trends and Insights
As we progress through 2025, the insurance agency mergers and acquisitions (M&A) landscape is evolving rapidly. Understanding the latest trends [...]
15
04, 2025
Thinking of Merging or Selling Your Insurance Agency?
Why Working With Us Just Makes Sense We're Not Just Advisors — We're Insurance People TooWhen you're considering merging or [...]
21
03, 2025
Is Your Agency Ready?
Insurance Agency Merger Tips Many agencies have been obliged to make significant modifications to their operations as a result of [...]
6
03, 2025
High and Low Performing Independent Insurance Agencies Differ In Many Ways
In the dynamic and competitive landscape of the insurance industry, independent insurance agencies play a crucial role in connecting individuals [...]
23
02, 2025
The Hiring Process is the Foundation of Any Great Company
"The secret of my success is that we have gone to exceptional lengths to hire the best people in [...]
14
02, 2025
Keep Your Agency Healthy Through Client Service Reviews
Do you ever sit down with your team and complete a customer service review? If you don’t, let me [...]
17
01, 2025
The Skills We Bring to the Table in Insurance Agency Mergers
As experienced insurance consultants with years of insurance agency management, we understand the intricacies and nuances of agency mergers. [...]
23
12, 2024
Insurance Agency Merger Stratgeies
Introduction Mergers are a fact of life in today's business world. They can be tough to pull off but also [...]
17
12, 2024
Three Critical Problems When Insurance Agencies Merge and How to Overcome Them
Merging insurance agencies can be an exciting opportunity for growth, increased resources, and expanded client bases. However, mergers also come [...]